中國平安市值超友邦保險!股價持續走強創去年2月以來新高
格隆匯1月9日丨中國平安A股今日收漲2.35%報50.91元,H股收漲3.9%報58.55港元,分別領漲港A兩地的保險板塊,AH股股價均創2022年2月以來新高,且總市值達1.07萬億港元,超越友邦保險(1299.HK)。大和研報指,料今年內地保險行業保費同比有雙位數增長,新業務價值料同比有正增長。開源證券指,從流動性和政策環境看,保險更受益於利率上行和房地產政策轉向,同時負債端改善持續性有望超預期,短期估值快速修復已有所兑現,而全年視角看保險仍有值得期待的板塊性機會,推薦壽險轉型領先且估值仍處低位的中國平安。東吳證券稱,隨着疫情防控情勢不斷修復向好,壽險板塊有望迎來戴維斯雙擊,而短期資產端的邏輯彈性更強,長期負債端彈性則考驗頭部險企壽險轉型成效,推薦中國平安、中國太保和中國人壽。

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